The tweet was deleted by the author.
But we saved everything 🙂.
Harry Stebbings discusses insights from his weekly conversations with 3 to 5 LPs, highlighting a recurring question about which fund managers have outperformed others in the past 2 to 3 years.
He singles out two managers for their exceptional track records, noting that one has seen notable success with Conviction and the other has participated in nearly every significant deal in Europe and the U.S. over the last twelve months.
Stebbings has previously commented on founder challenges in securing Series A rounds, describing how $1.5 million in annual recurring revenue may not meet investor expectations for that stage here. In separate coverage, he reported on notable public market activity, including SpaceX's anticipated IPO filing and Uber's workforce reductions here. His recent discussions with LPs add further context to ongoing interest in fund manager performance.